Estatísticas Básicas
Valor do Portfólio $ 170,321,077
Posições Atuais 112
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Insight Inv LLC divulgou 112 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 170,321,077 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Insight Inv LLC são Apple Inc. (US:AAPL) , Microsoft Corporation (US:MSFT) , Alphabet Inc. (US:GOOGL) , First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) , and Oracle Corporation (US:ORCL) . As novas posições de Insight Inv LLC incluem iShares Trust - iShares MSCI USA Min Vol Factor ETF (US:USMV) , iShares Trust - iShares MSCI USA Quality Factor ETF (US:QUAL) , Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (US:SCHD) , Paramount Skydance Corporation (US:PSKY) , and .

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Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.01 1.08 0.6357 0.6357
0.02 4.63 2.7157 0.6147
0.01 1.02 0.5968 0.5968
0.04 3.45 2.0231 0.5476
0.03 8.01 4.7015 0.5202
0.00 1.75 1.0265 0.4844
0.01 2.96 1.7401 0.4285
0.02 0.68 0.4003 0.4003
0.02 4.62 2.7098 0.3031
0.02 1.94 1.1398 0.3006
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.07 4.62 2.7111 -0.4849
0.02 3.72 2.1814 -0.4445
0.02 4.30 2.5259 -0.4224
0.01 5.20 3.0529 -0.3975
0.01 0.72 0.4208 -0.3381
0.02 1.11 0.6513 -0.3120
0.03 2.41 1.4169 -0.2716
0.00 0.41 0.2394 -0.2381
0.00 0.78 0.4599 -0.2100
0.01 0.51 0.3014 -0.2068
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-10-28 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

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2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
AAPL / Apple Inc. 0.03 3.49 8.01 28.44 4.7015 0.5202
MSFT / Microsoft Corporation 0.01 -2.94 5.20 1.07 3.0529 -0.3975
GOOGL / Alphabet Inc. 0.02 7.04 4.63 47.67 2.7157 0.6147
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.07 -9.61 4.62 -3.11 2.7111 -0.4849
ORCL / Oracle Corporation 0.02 -0.02 4.62 28.62 2.7098 0.3031
IBM / International Business Machines Corporation 0.02 2.24 4.30 -2.14 2.5259 -0.4224
JPM / JPMorgan Chase & Co. 0.01 0.69 4.26 9.55 2.4992 -0.1066
WSM / Williams-Sonoma, Inc. 0.02 -2.50 3.99 16.66 2.3398 0.0486
AXP / American Express Company 0.01 1.38 3.98 5.57 2.3352 -0.1916
AMZN / Amazon.com, Inc. 0.02 -5.18 3.72 -5.11 2.1814 -0.4445
MRVL / Marvell Technology, Inc. 0.04 18.46 3.64 28.67 2.1344 0.2396
GLW / Corning Incorporated 0.04 0.41 3.45 56.59 2.0231 0.5476
WMT / Walmart Inc. 0.03 -0.59 3.40 4.78 1.9943 -0.1799
GHC / Graham Holdings Company 0.00 4.27 3.22 29.75 1.8926 0.2262
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 0.15 15.96 3.03 15.96 1.7790 0.0266
RTX / RTX Corporation 0.02 1.17 3.00 15.96 1.7622 0.0260
TJX / The TJX Companies, Inc. 0.02 5.00 3.00 22.91 1.7612 0.1242
AMAT / Applied Materials, Inc. 0.01 35.51 2.96 51.56 1.7401 0.4285
GD / General Dynamics Corporation 0.01 14.84 2.96 34.30 1.7382 0.2594
MS / Morgan Stanley 0.02 5.35 2.96 18.88 1.7377 0.0680
QCOM / QUALCOMM Incorporated 0.02 2.07 2.91 6.64 1.7069 -0.1219
ALL / The Allstate Corporation 0.01 1.55 2.81 8.29 1.6484 -0.0905
CSCO / Cisco Systems, Inc. 0.04 2.99 2.79 1.57 1.6357 -0.2039
C / Citigroup Inc. 0.03 0.63 2.75 19.98 1.6152 0.0776
XOM / Exxon Mobil Corporation 0.02 1.87 2.69 6.57 1.5801 -0.1139
WRB / W. R. Berkley Corporation 0.03 8.42 2.66 13.09 1.5624 -0.0160
CVX / Chevron Corporation 0.02 1.82 2.58 10.43 1.5174 -0.0522
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 -6.24 2.47 3.48 1.4508 -0.1513
AMGN / Amgen Inc. 0.01 14.14 2.42 15.38 1.4188 0.0140
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.03 -4.66 2.41 -4.13 1.4169 -0.2716
BRK.A / Berkshire Hathaway Inc. 0.00 2.38 2.40 5.97 1.4083 -0.1099
PEP / PepsiCo, Inc. 0.02 19.98 2.34 27.61 1.3758 0.1442
JNJ / Johnson & Johnson 0.01 12.77 2.28 36.90 1.3381 0.2215
EMR / Emerson Electric Co. 0.02 9.15 2.27 7.42 1.3353 -0.0850
DIS / The Walt Disney Company 0.02 7.30 2.24 -0.93 1.3150 -0.2012
JCI / Johnson Controls International plc 0.02 4.05 2.19 8.33 1.2839 -0.0701
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.01 14.88 2.15 10.78 1.2617 -0.0391
PNC / The PNC Financial Services Group, Inc. 0.01 6.27 2.09 14.57 1.2283 0.0033
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.01 -3.42 1.99 1.22 1.1680 -0.1499
MSGS / Madison Square Garden Sports Corp. 0.01 32.75 1.98 44.27 1.1615 0.2415
EOG / EOG Resources, Inc. 0.02 65.50 1.94 55.16 1.1398 0.3006
LNC / Lincoln National Corporation 0.05 16.46 1.93 35.72 1.1337 0.1797
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.04 48.11 1.90 49.72 1.1157 0.2644
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 100.63 1.75 116.34 1.0265 0.4844
FSMB / First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 0.09 8.00 1.74 8.95 1.0226 -0.0496
PCAR / PACCAR Inc 0.02 10.64 1.72 14.46 1.0089 0.0018
T / AT&T Inc. 0.06 -0.50 1.69 -2.93 0.9910 -0.1749
MRKCL / Merck & Co., Inc. 0.02 -2.57 1.61 3.28 0.9433 -0.0998
LOW / Lowe's Companies, Inc. 0.01 17.89 1.56 33.48 0.9158 0.1324
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.04 6.86 1.44 23.01 0.8446 0.0604
VZ / Verizon Communications Inc. 0.03 6.78 1.33 8.50 0.7793 -0.0415
LH / Labcorp Holdings Inc. 0.00 0.59 1.14 10.09 0.6664 -0.0257
BMY / Bristol-Myers Squibb Company 0.02 -20.73 1.11 -22.77 0.6513 -0.3120
MDT / Medtronic plc 0.01 -19.04 1.09 -11.50 0.6371 -0.1856
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 1.08 0.6357 0.6357
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.01 1.02 0.5968 0.5968
CTSH / Cognizant Technology Solutions Corporation 0.01 5.37 0.94 -9.37 0.5507 -0.1439
CVS / CVS Health Corporation 0.01 -7.28 0.88 1.38 0.5162 -0.0657
SO / The Southern Company 0.01 0.00 0.84 3.20 0.4922 -0.0526
INTC / Intel Corporation 0.02 14.26 0.80 71.22 0.4717 0.1568
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.01 44.46 0.79 46.75 0.4645 0.1024
ELV / Elevance Health, Inc. 0.00 -5.61 0.78 -21.54 0.4599 -0.2100
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -8.93 0.75 -3.96 0.4413 -0.0833
TGT / Target Corporation 0.01 -30.35 0.72 -36.69 0.4208 -0.3381
AVGO / Broadcom Inc. 0.00 -4.94 0.69 13.79 0.4025 -0.0016
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.02 0.68 0.4003 0.4003
HD / The Home Depot, Inc. 0.00 1.45 0.65 12.20 0.3837 -0.0072
GOOG / Alphabet Inc. 0.00 -6.58 0.58 28.26 0.3412 0.0373
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.01 -17.99 0.55 -13.72 0.3215 -0.1040
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.01 -37.14 0.51 -32.23 0.3014 -0.2068
COST / Costco Wholesale Corporation 0.00 -4.36 0.51 -10.58 0.2978 -0.0826
V / Visa Inc. 0.00 -3.70 0.51 -7.50 0.2976 -0.0695
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -6.79 0.46 -2.13 0.2697 -0.0452
MCD / McDonald's Corporation 0.00 -0.66 0.41 3.26 0.2425 -0.0256
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 -45.24 0.41 -42.84 0.2394 -0.2381
PSLV / Sprott Physical Silver Trust 0.03 0.00 0.40 28.25 0.2374 0.0260
PSKY / Paramount Skydance Corporation 0.02 0.36 0.2114 0.2114
ABBV / AbbVie Inc. 0.00 -10.48 0.35 11.43 0.2066 -0.0048
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.00 0.34 8.74 0.1973 -0.0100
RGLD / Royal Gold, Inc. 0.00 -10.98 0.30 0.33 0.1766 -0.0243
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 -8.09 0.29 -3.32 0.1714 -0.0307
TMO / Thermo Fisher Scientific Inc. 0.00 -5.90 0.29 12.60 0.1680 -0.0025
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF 0.01 -27.40 0.27 -27.05 0.1572 -0.0889
NVDA / NVIDIA Corporation 0.00 -23.27 0.26 -9.37 0.1535 -0.0400
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 -5.33 0.26 0.00 0.1529 -0.0216
FICO / Fair Isaac Corporation 0.00 -1.20 0.25 -19.14 0.1441 -0.0594
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.00 0.24 7.21 0.1401 -0.0094
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.00 0.24 7.27 0.1387 -0.0094
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.01 0.00 0.24 6.82 0.1382 -0.0094
PANW / Palo Alto Networks, Inc. 0.00 -7.30 0.23 -7.63 0.1351 -0.0322
SIXG / ETF Series Solutions - Defiance AI Hyperscalers & Connective Tech ETF 0.00 -20.65 0.23 -7.00 0.1327 -0.0307
URI / United Rentals, Inc. 0.00 0.22 0.1278 0.1278
TXN / Texas Instruments Incorporated 0.00 0.00 0.21 -11.34 0.1242 -0.0361
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 -46.18 0.20 -40.30 0.1162 -0.1056
BTF / Valkyrie ETF Trust II - CoinShares Bitcoin and Ether ETF 0.01 0.00 0.20 32.43 0.1152 0.0155
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF 0.00 0.00 0.19 9.25 0.1114 -0.0047
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 -6.64 0.14 2.86 0.0847 -0.0098
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.13 8.26 0.0770 -0.0046
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 -20.87 0.11 -16.41 0.0633 -0.0226
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 0.00 0.11 9.28 0.0628 -0.0028
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.00 0.08 5.48 0.0456 -0.0037
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF 0.00 0.00 0.07 0.00 0.0413 -0.0058
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF 0.00 0.00 0.06 10.91 0.0358 -0.0012
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 0.00 0.06 5.66 0.0329 -0.0029
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.04 2.44 0.0249 -0.0028
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -38.84 0.04 -31.37 0.0208 -0.0138
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF 0.00 0.00 0.03 3.70 0.0165 -0.0018
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.00 -42.66 0.03 -35.00 0.0154 -0.0120
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -21.74 0.03 -10.34 0.0153 -0.0046
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.00 0.00 0.03 4.17 0.0151 -0.0013
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF 0.00 0.00 0.01 0.00 0.0034 -0.0003
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.00 0.00 0.00 0.00 0.0023 -0.0001
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 0.00 0.0000
PARA / Paramount Global 0.00 -100.00 0.00 0.0000
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.00 -100.00 0.00 0.0000
ADBE / Adobe Inc. 0.00 -100.00 0.00 0.0000
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -100.00 0.00 0.0000
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.00 -100.00 0.00 0.0000
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.00 -100.00 0.00 0.0000